Holders over time
- AAPL
- WDC
| Quarter | AAPL | WDC |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 10 holders, $336m |
| Q4 2020 | 48 holders, $256bn | 12 holders, $799m |
| Q1 2021 | 45 holders, $224bn | 17 holders, $1.4bn |
| Q2 2021 | 43 holders, $247bn | 17 holders, $1.6bn |
| Q3 2021 | 38 holders, $252bn | 10 holders, $749m |
| Q4 2021 | 43 holders, $330bn | 17 holders, $1.3bn |
| Q1 2022 | 41 holders, $326bn | 14 holders, $726m |
| Q2 2022 | 42 holders, $253bn | 12 holders, $878m |
| Q3 2022 | 36 holders, $255bn | 11 holders, $833m |
| Q4 2022 | 39 holders, $234bn | 10 holders, $1.2bn |
| Q1 2023 | 42 holders, $298bn | 14 holders, $1.8bn |
| Q2 2023 | 43 holders, $356bn | 13 holders, $1.7bn |
| Q3 2023 | 42 holders, $309bn | 16 holders, $2.7bn |
| Q4 2023 | 43 holders, $346bn | 24 holders, $4.0bn |
| Q1 2024 | 46 holders, $287bn | 28 holders, $4.4bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $6.0bn |
| Q3 2024 | 50 holders, $323bn | 21 holders, $3.9bn |
| Q4 2024 | 51 holders, $333bn | 22 holders, $3.5bn |
| Q1 2025 | 49 holders, $285bn | 17 holders, $2.3bn |
| Q2 2025 | 50 holders, $248bn | 21 holders, $4.5bn |
| Q3 2025 | 50 holders, $305bn | 31 holders, $7.7bn |
| Q4 2025 | 51 holders, $355bn | 24 holders, $11.6bn |
| Q1 2026 | 53 holders, $334bn | 30 holders, $20.7bn |
| Q2 2026 | 48 holders, $373bn | 38 holders, $47.7bn |
Apple Inc
- Holders
- 50
- Reported value
- $305bn
- Buyers
- 30
- Sellers
- 19
Breadth +11 among 95 comparable managers.
Western Digital Corp
- Holders
- 31
- Reported value
- $7.7bn
- Buyers
- 21
- Sellers
- 13
Breadth +8 among 95 comparable managers.
Who holds both, Q3 2025
Both (25)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC
Only AAPL (25)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Wellington Management Group LLP, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.